Company lists · Data refreshed September 2026
Top 25 Financial consulting firms based in New York, United States
RevenueBase identified 766 company matches for financial consulting firms associated with New York, United States as of September 2026 and tracks 153,298 professional contacts across them, including 60,264 with verified work emails and 45,676 with mobile numbers. Across the United States, New York is the largest hub for this category.
This list covers company matches for financial consulting firms associated with New York, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 12, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest financial consulting firms based in New York, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 57,790 contacts → | ||||
Exact match “J.P.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 2 | 32,808 contacts → | ||||
Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 3 | 20,783 contacts → | ||||
Exact match “Barclays Investment Bank deploys financial solutions to help our clients with their funding, financing, strategic and risk management needs across sectors, markets and economies.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 4 | 6,287 contacts → | ||||
Exact match “As the leading independent provider of risk and financial advisory solutions, Kroll leverages our unique insights, data and technology to help clients stay ahead of complex…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 5 | 3,912 contacts → | ||||
Exact match “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 6 | 3,296 contacts → | ||||
Exact match “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 7 | 3,090 contacts → | ||||
Exact match “Equitable is one of America’s leading financial services companies.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 8 | 3,006 contacts → | ||||
Exact match “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 9 | 1,748 contacts → | ||||
Exact match “Guggenheim Partners is a global investment and advisory firm.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 10 | 1,491 contacts → | ||||
Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 11 | 1,420 contacts → | ||||
Exact match “PJT Partners is a premier, global, advisory-focused investment bank that was built from the ground up to be different.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 12 | 1,217 contacts → | ||||
Exact match “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 13 | 904 contacts → | ||||
Exact match “Nassau Street Partners is an independent capital advisory firm focused on mergers and acquisitions, capital markets advisory, and strategic financial solutions for early-stage and…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 14 | 883 contacts → | ||||
Exact match “Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 15 | 837 contacts → | ||||
Exact match “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 16 | 699 contacts → | ||||
Exact match “Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, offering a full range of services including Advisory, Sales and Trading…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 17 | 693 contacts → | ||||
Exact match “Centerview Partners is a premier provider of independent investment-banking advisory services.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 18 | 625 contacts → | ||||
Exact match “Greenhill & Co, Inc.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 19 | 437 contacts → | ||||
Exact match “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 20 | 427 contacts → | ||||
Exact match “Solomon Partners is a leading investment bank – one of the first independent firms in the industry.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 21 | 330 contacts → | ||||
Exact match “Alex.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 22 | 323 contacts → | ||||
Exact match “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 23 | 310 contacts → | ||||
Exact match “Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 24 | 264 contacts → | ||||
Exact match “Strategies for Wealth is a full service financial planning firm that has offices in Manhattan and Rye Brook, New York as well as throughout the New England area.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 25 | 250 contacts → | ||||
Exact match “Needham & Company, LLC is a nationally recognized investment banking and asset management Firm focused solely on growth companies and their investors.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “financial consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 766 financial consulting firms based in New York, United States
See the full list, filter by size, metro and specialty, and access 60,264 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial consulting firms based in New York, United States at a glance
As of Sep 12, 2026Companies by employee count
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 14.0dCompany record updated
Median 74.0dHow this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with New York, United States whose business descriptions match “financial consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 60,264 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 12, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Financial consulting firms by metro in the United States
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial consulting firms are there based in New York, United States?
RevenueBase identified 766 company matches for financial consulting firms associated with New York, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
J.P. Morgan tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most financial consulting firms?
New York leads the United States with 741 company records, followed by Atlanta (321) and Houston (313).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 60,264 professional contacts with verified work emails tracked across these 766 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 12, 2026.
Ready to reach these companies? Verified emails and direct dials for all 766 financial consulting firms based in New York, United States. Start with a free account, no credit card.
Download this list →Related lists
Financial consulting firms by geography
- Financial consulting firms based in the United States
- Financial consulting firms based in the United Kingdom
- Financial consulting firms based in Brazil
- Financial consulting firms based in Australia
- Financial consulting firms based in France
- Financial consulting firms based in Canada
- Financial consulting firms based in Germany
- Financial consulting firms based in the Netherlands
- Financial consulting firms based in Italy
- Financial consulting firms based in South Africa
- Financial consulting firms based in Spain
- Financial consulting firms based in Mexico
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial consulting firms based in the United States
- Financial consulting firms based in the United Kingdom
- Financial consulting firms based in Brazil
- Financial consulting firms based in Australia
- Financial consulting firms based in France
- Financial consulting firms based in Canada
Company intelligence · public preview
Top 25 financial consulting firms based in New York, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 766 matching company records for financial consulting firms based in New York, United States, with 153,298 tracked contacts and 60,264 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 12, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial consulting firms based in New York, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  J.P. Morganjpmorgan.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 57,790 contacts → |
“J.P.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Merrill Lynchml.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 32,808 contacts → |
“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Barclays Investment Bankbarclays.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 20,783 contacts → |
“Barclays Investment Bank deploys financial solutions to help our clients with their funding, financing, strategic and risk management needs across sectors, markets and economies.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  KROLLkroll.comHQ: New York, NY, United StatesReported employees: 5,001-10,000 | New York, NY, United States | 5,001-10,000 | Exact match | 6,287 contacts → |
“As the leading independent provider of risk and financial advisory solutions, Kroll leverages our unique insights, data and technology to help clients stay ahead of complex…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Lazardlazard.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,912 contacts → |
“Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Evercoreevercore.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,296 contacts → |
“Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Equitableequitable.comHQ: New York, NY, United StatesReported employees: 5,001-10,000 | New York, NY, United States | 5,001-10,000 | Exact match | 3,090 contacts → |
“Equitable is one of America’s leading financial services companies.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Oppenheimer & Co. INCoppenheimer.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,006 contacts → |
“Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Guggenheim Partnersguggenheimpartners.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,748 contacts → |
“Guggenheim Partners is a global investment and advisory firm.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Cerity Partnersceritypartners.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,491 contacts → |
“Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  PJT Partnerspjtpartners.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 1,420 contacts → |
“PJT Partners is a premier, global, advisory-focused investment bank that was built from the ground up to be different.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  BNY Wealthbny.comHQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 1,217 contacts → |
“For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Nassau Street Partnersnassaustreetpartners.comHQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 904 contacts → |
“Nassau Street Partners is an independent capital advisory firm focused on mergers and acquisitions, capital markets advisory, and strategic financial solutions for early-stage and…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Perella Weinbergpwpartners.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 883 contacts → |
“Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Bernstein Private Wealth Managementbernstein.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 837 contacts → |
“We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Guggenheim Securitiesguggenheimsecurities.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 699 contacts → |
“Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, offering a full range of services including Advisory, Sales and Trading…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Centerview Partnerscenterviewpartners.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 693 contacts → |
“Centerview Partners is a premier provider of independent investment-banking advisory services.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Greenhill & COgreenhill.comHQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 625 contacts → |
“Greenhill & Co, Inc.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Wealthspire Advisorswealthspire.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 437 contacts → |
“Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Solomon Partnerssolomonpartners.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 427 contacts → |
“Solomon Partners is a leading investment bank – one of the first independent firms in the industry.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Alex. Brownalexbrown.comHQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 330 contacts → |
“Alex.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Lenox Advisorslenoxadvisors.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 323 contacts → |
“Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Gellergellerco.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 310 contacts → |
“Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Strategies For Wealthstrategiesforwealth.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 264 contacts → |
“Strategies for Wealth is a full service financial planning firm that has offices in Manhattan and Rye Brook, New York as well as throughout the New England area.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Needham & Companyneedhamco.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 250 contacts → |
“Needham & Company, LLC is a nationally recognized investment banking and asset management Firm focused solely on growth companies and their investors.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 766 company matches
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Financial consulting firms: dataset insights
September 12, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
765 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 14.0dCompany record updated
Median 74.0dHow this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 12, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial consulting firms by metro in the United States
Questions about this company list
What does Exact match mean for financial consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial consulting firms did RevenueBase find based in New York, United States?
The saved snapshot records 766 matching company records, 153,298 tracked contacts and 60,264 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 12, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial consulting firms by geography
- Financial consulting firms based in the United States
- Financial consulting firms based in the United Kingdom
- Financial consulting firms based in Brazil
- Financial consulting firms based in Australia
- Financial consulting firms based in France
- Financial consulting firms based in Canada
- Financial consulting firms based in Germany
- Financial consulting firms based in the Netherlands
- Financial consulting firms based in Italy
- Financial consulting firms based in South Africa
- Financial consulting firms based in Spain
- Financial consulting firms based in Mexico
Cite this list
RevenueBase Data Team. Top 25 financial consulting firms based in New York, United States. Snapshot: September 12, 2026. https://revenuebase.ai/companies/financial-consulting-firms/united-states/new-york.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial consulting firms based in the United States
- Financial consulting firms based in the United Kingdom
- Financial consulting firms based in Brazil
- Financial consulting firms based in Australia
- Financial consulting firms based in France
- Financial consulting firms based in Canada
Company intelligence · public preview
Top 25 financial consulting firms based in New York, United States
RevenueBase records 766 matching company records for financial consulting firms based in New York, United States, with 153,298 tracked contacts and 60,264 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 12, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial consulting firms based in New York, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | J.P. Morganjpmorgan.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 57,790 contacts → |
“J.P.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Merrill Lynchml.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 32,808 contacts → |
“Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Barclays Investment Bankbarclays.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 20,783 contacts → |
“Barclays Investment Bank deploys financial solutions to help our clients with their funding, financing, strategic and risk management needs across sectors, markets and economies.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | KROLLkroll.com HQ: New York, NY, United StatesReported employees: 5,001-10,000 | New York, NY, United States | 5,001-10,000 | Exact match | 6,287 contacts → |
“As the leading independent provider of risk and financial advisory solutions, Kroll leverages our unique insights, data and technology to help clients stay ahead of complex…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Lazardlazard.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,912 contacts → |
“Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Evercoreevercore.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,296 contacts → |
“Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Equitableequitable.com HQ: New York, NY, United StatesReported employees: 5,001-10,000 | New York, NY, United States | 5,001-10,000 | Exact match | 3,090 contacts → |
“Equitable is one of America’s leading financial services companies.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Oppenheimer & Co. INCoppenheimer.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,006 contacts → |
“Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Guggenheim Partnersguggenheimpartners.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,748 contacts → |
“Guggenheim Partners is a global investment and advisory firm.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Cerity Partnersceritypartners.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,491 contacts → |
“Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | PJT Partnerspjtpartners.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 1,420 contacts → |
“PJT Partners is a premier, global, advisory-focused investment bank that was built from the ground up to be different.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | BNY Wealthbny.com HQ: New York, NY, United StatesReported employees: 10001+ | New York, NY, United States | 10001+ | Exact match | 1,217 contacts → |
“For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Nassau Street Partnersnassaustreetpartners.com HQ: New York, NY, United StatesReported employees: Not recorded | New York, NY, United States | Not recorded | Exact match | 904 contacts → |
“Nassau Street Partners is an independent capital advisory firm focused on mergers and acquisitions, capital markets advisory, and strategic financial solutions for early-stage and…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Perella Weinbergpwpartners.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 883 contacts → |
“Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Bernstein Private Wealth Managementbernstein.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 837 contacts → |
“We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Guggenheim Securitiesguggenheimsecurities.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 699 contacts → |
“Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, offering a full range of services including Advisory, Sales and Trading…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Centerview Partnerscenterviewpartners.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 693 contacts → |
“Centerview Partners is a premier provider of independent investment-banking advisory services.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Greenhill & COgreenhill.com HQ: New York, United StatesReported employees: 201-500 | New York, United States | 201-500 | Exact match | 625 contacts → |
“Greenhill & Co, Inc.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Wealthspire Advisorswealthspire.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 437 contacts → |
“Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Solomon Partnerssolomonpartners.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 427 contacts → |
“Solomon Partners is a leading investment bank – one of the first independent firms in the industry.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Alex. Brownalexbrown.com HQ: New York, NY, United StatesReported employees: 501-1,000 | New York, NY, United States | 501-1,000 | Exact match | 330 contacts → |
“Alex.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Lenox Advisorslenoxadvisors.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 323 contacts → |
“Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Gellergellerco.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 310 contacts → |
“Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Strategies For Wealthstrategiesforwealth.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 264 contacts → |
“Strategies for Wealth is a full service financial planning firm that has offices in Manhattan and Rye Brook, New York as well as throughout the New England area.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Needham & Companyneedhamco.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 250 contacts → |
“Needham & Company, LLC is a nationally recognized investment banking and asset management Firm focused solely on growth companies and their investors.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 766 company matches
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Financial consulting firms: dataset insights
September 12, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
765 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 14.0dCompany record updated
Median 74.0dHow this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 12, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial consulting firms by metro in the United States
Questions about this company list
What does Exact match mean for financial consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial consulting firms did RevenueBase find based in New York, United States?
The saved snapshot records 766 matching company records, 153,298 tracked contacts and 60,264 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 12, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 financial consulting firms based in New York, United States. Snapshot: September 12, 2026. https://revenuebase.ai/companies/financial-consulting-firms/united-states/new-york.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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